Dashboard
Updated 2 months ago
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Dashboard
The Dashboard is your admin home page in Gratona. Use it to decide what needs attention next across account readiness, priority actions, giving activity, program pressure, trips, wealth insights, reports, and recent activity.
The dashboard is permission-aware. Your account may not show every section in this guide, and some sections appear only when the related feature is enabled for your organization.
Dashboard with the new dashboard view selected on a desktop screen.
Walkthrough: touring the dashboard sections.
Choose the dashboard view
The dashboard has two views:
New: Shows the action-first dashboard with readiness, priority actions, fundraising, report metrics, program, trip, wealth, and activity sections.
Classic: Shows the previous dashboard layout with statistic cards, donation and commitment charts, recent transactions, latest statistics, program sponsorships, and sponsorships by program.
Use Dashboard view near the top of the page to switch between New and Classic. If your current view is not the workspace default, use Use as default to make it the default view for the workspace.
Dashboard view control for switching between the New and Classic dashboard.
If the New dashboard cannot load, Gratona may show the Classic dashboard instead.
Open common work quickly
The top of the dashboard includes:
Open donations: Opens the donations page.
Open donors: Opens the donors page.
Dashboard view: Switches between the New and Classic dashboard.
Use these actions when you want to leave the dashboard and work directly with donors or giving records.
Work through priority actions
The Action Center lists the most important items that need attention. Each action includes a severity, a short reason, a metric when available, and a button that opens the related page.
Action Center with priority actions and organization readiness.
Examples of Action Center items include:
Verifying your admin account.
Connecting a payment provider.
Resolving billing issues.
Finishing setup checklist items.
Reconnecting email and calendar sync.
Reviewing unmatched donor interactions.
Responding to inbound donor emails.
Following up on failed or refunded donations.
Reviewing a focus trip.
Opening wealth insight opportunities.
Use View all actions when there are more items than the dashboard shows by default. You can dismiss an action for the current session, and restore dismissed actions when needed.
Review organization readiness
The Organization readiness section shows setup and account health signals for your organization.
It can include:
Signed-in admin.
Activation status.
Billing status.
Payment gateway status.
QuickBooks connection status.
Setup checklist progress.
When something needs attention, the dashboard may also show a matching Action Center item with a button to open the related setup page.
Review operating metrics
The Executive snapshot gives you a quick set of key metrics. Depending on your permissions and account data, it can include:
Active programs.
Active commitments.
Net donations.
Unsponsored recipients.
Failed or refunded donations.
Some metrics are clickable and open the related page, such as Donations or Recipients.
Pin report metrics
The Key metrics section shows metrics pinned from saved report definitions. Use it when you want selected report numbers to stay visible on the dashboard.
Key metrics section with report metric tiles and dashboard period controls.
You can:
Change the dashboard Default period for pinned metrics.
Switch between Comfortable and Compact density.
Open a metric tile to review the related report worksheet.
Use Add metric to pin another report metric when you have permission to manage reports.
When adding a metric, choose the report, choose the metric, and either inherit the dashboard default period or select a custom period. Snapshot reports are pinned as point-in-time metrics.
Track fundraising movement
The Fundraising movement section helps you review giving and commitment trends.
Fundraising movement chart with donation and commitment trend controls.
You can switch between:
Donations and Commitments.
3-year YoY comparison.
Rolling periods, including 30D, YTD, and 12M.
Use Open hub to review fundraising activity in the fundraising hub.
Review recent work
The Recent activity section shows recent transactions and, when you have permission, activity log events.
Recent transactions and activity log events on the dashboard.
Use this section to review recent donations, sponsorship payments, failed payments, refunds, and other recent account activity. Transaction rows can open the related donor record when a donor is available.
On desktop, recent transactions and recent activity can appear side by side. On smaller screens, use the tabs to switch between Transactions and Activity.
Watch program, trip, and wealth pressure
The Program pressure section highlights programs with unsponsored recipients or active sponsorship load. Use View all to open the Recipients page and review program details.
When trips are enabled and active trips exist, the dashboard can show a Focus trip card. This card highlights a trip that may need attention based on fundraising progress or overdue tasks. Use View trip to open the trip details page.
When Wealth Insights is enabled for your account, the dashboard can show a Wealth insights card with:
Coverage.
Ready insights.
Stale insights.
High-capacity opportunities.
Use View all to open the Insights page.
Program pressure, focus trip, and wealth insights cards.
For the full workflow, see Wealth Insights.
Finish setup
If your setup checklist is incomplete and you have permission to manage setup, the dashboard can show a Setup checklist card. The card shows the next setup items, quick actions for those items, and a link to view the full checklist.
Some checklist items open the related setup page. Others can be marked done from the dashboard when they do not require another page.
Use the Classic dashboard
The Classic dashboard remains available for users who prefer the previous layout. It includes:
Statistical cards.
Donation and commitment charts.
Recent transactions.
Latest statistics.
Program sponsorship summaries.
Sponsorships by program.
Classic dashboard with statistic cards, charts, recent transactions, and program summaries.